Is The Stock Market The Economy? Charting with Charlie Bilello

Charlie Bilello, Founder and CEO of Compound Capital Advisors, joined YCharts to discuss the most important, current market trends for advisors and their clients. Illustrated through visuals that Charlie creates using YCharts, these trends and topics provide fascinating insights and also make for excellent talking points in your own client communication. YCharts users can access … Continued

New on YCharts: Scatter Plot

We’re excited to share that a new tool, Scatter Plot, has been added to YCharts as another way to visualize and share security, portfolio, and market data. Available to YCharts Professional users, Scatter Plot enables you to illustrate risk vs. reward for different securities, plot your portfolios against an efficient frontier, and understand how individual … Continued

Predicting Q3 Earnings through FAANG with Beth Kindig

FEATURING I/O FUND’S, TECHNOLOGY INDUSTRY ANALYST, BETH KINDIG @Beth_Kindig   FAANG – An analysis of FAANG heading into Q3 earnings FAANG is a well known acronym that includes some of the most successful tech companies: Facebook, Amazon, Apple, Netflix and Google. These highly liquid stocks generally lead the market, as they have certainly done this year. … Continued

Upcoming IPOs to Watch and Recent IPO Performance

You may be hearing about hot stocks that are set to make their Initial Public Offering (IPO), whether it’s through your own research or questions from clients. Any company that goes public offers the potential for promising returns—yet while shares of some newly-listed stocks like Airbnb (ABNB), SoFi Technologies (SOFI), and Lucid Group (LCID) have … Continued

Value vs Growth: Current Trends, Top Stocks & ETFs

The value versus growth stocks debate is never-ending. Value stocks mounted a comeback in early 2021 as the world “reopened” and interest rates were rising, but the sea change appears to have been short-lived. After just about 4 months of underperformance, growth stocks regained the lead.  Zooming out, from the COVID-induced market downturn through the … Continued

One Year Since the COVID Crash: How Far We’ve Come

It’s been one full year since the stock market crash on March 23rd, 2020, and a few months more since the novel coronavirus, COVID-19, was first identified. Little did we know how much the world, our daily habits, and our portfolios, would be changed. Here, we reflect on the past year through data and visuals … Continued

Charting Through the Coronavirus Crisis with Ben Carlson

Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management and co-host of the extremely popular Animal Spirits podcast joined YCharts to break down charts and other visuals that explain how coronavirus is impacting global economies, the stock and bond markets and investors around the world. With Caleb Eplett, VP of Product Management at … Continued

A Recession-Free Decade with Michael Antonelli

FEATURING MICHAEL ANTONELLI, AKA @BullandBaird Q: Can you tell us about Baird and what you do there? A: Baird is a financial services company that serves institutional and private wealth clients, and manages $150 billion in assets. As a Market Strategist, I communicate with our clients about our firm’s perspectives on the markets. On my … Continued

How Ben and Michael use YCharts against Noobwhales

When it comes to finance and investing podcasts, Animal Spirits stands out as one of the most insightful and entertaining shows we listen to.  Part of what makes the podcast so appealing is how Michael Batnick and Ben Carlson, the show’s co-hosts, poke holes in the claims of investing talking heads and Twitter trolls. Noobwhales, … Continued

5 Things To Know Before Buying an IPO

IPOs? More like IP-woes, am I right? Unless you got in on Beyond Meat (BYND) early — good for you if you did — you’re probably eating losses from that IPO you bought into this year. While Beyond Meat, PagerDuty (PD), and Zoom Video Communications (ZM) have debuted with well-deserved hype, other big names like … Continued